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Wealth Management (Intermediate) 

  • Estd. 1993

Wealth Management (Intermediate)
 at 
NSE 
Overview

Gain a comprehensive overview of Wealth Management

Total fee

2,006

Mode of learning

Online

Credential

Certificate

Wealth Management (Intermediate)
 at 
NSE 
Highlights

  • Earn a certificate after completion
Details Icon

Wealth Management (Intermediate)
 at 
NSE 
Course details

Who should do this course?
  • For Students
  • For Investors
  • For Finance Professionals
  • For Anybody having interest in this subject
What are the course deliverables?
  • To have a comprehensive and broad based knowledge about wealth management
  • To understand the role of various investment products and structured products in long term wealth creation and the risks underlying such products and services
  • To know about the assessment of risk profile of clients and the importance of asset allocation in wealth management
More about this course
  • Using the Wealth Management Module, you will be to: Firstly, get comprehensive and broad-based knowledge about wealth management
  • Secondly, understand the role of various investment products and structured products in long term wealth creation as well as the risks underlying such products and services

Wealth Management (Intermediate)
 at 
NSE 
Curriculum

Introduction to Financial Planning

Wealth Management & The Economy

Investment & Risk Management: Equity

Investment & Risk Management: Debt

Investment & Risk Management: Alternate Assets

Investment Products & Services

Investment Evaluation Framework

Risk Profiling & Asset Allocation

Risk Management through Insurance

Elements of Taxation

Taxation of Investment Products

Estate Planning

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Wealth Management (Intermediate)
 at 
NSE 

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Wealth Management (Intermediate)
 at 
NSE 
Contact Information

Address

Exchange Plaza, Bandra-Kurla Complex
Mumbai ( Maharashtra)

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